FDUS Fidus Investment Corporation
Fidus Investment Corporation (FDUS) Institutional Ownership
What the institutions did with FDUS last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| VAN ECK ASSOCIATES CORP | 929.2K | 10.8% |
| RAYMOND JAMES FINANCIAL INC | 829.6K | 9.6% |
| UBS Group AG | 499.6K | 5.8% |
| Baird Financial Group, Inc. | 416.4K | 4.8% |
| Muzinich & Co., Inc. | 368.3K | 4.3% |
| Legal & General Group Plc | 310.3K | 3.6% |
| MORGAN STANLEY | 302.6K | 3.5% |
| Qube Research & Technologies Ltd | 230.2K | 2.7% |
| Sumitomo Mitsui Trust Group, Inc. | 230.1K | 2.7% |
| FRANKLIN RESOURCES INC | 225.0K | 2.6% |
| NOVARE CAPITAL MANAGEMENT LLC | 219.1K | 2.5% |
| PFG Advisors | 205.1K | 2.4% |
| TWO SIGMA INVESTMENTS, LP | 194.9K | 2.3% |
| BlackRock, Inc. | 138.1K | 1.6% |
| Ethos Financial Group, LLC | 131.0K | 1.5% |
| Plan Group Financial, LLC | 125.5K | 1.5% |
| Beacon Pointe Advisors, LLC | 111.9K | 1.3% |
| RIVERBRIDGE PARTNERS LLC | 110.9K | 1.3% |
| MARSHALL WACE, LLP | 110.5K | 1.3% |
| Capital Investment Advisory Services, LLC | 107.0K | 1.2% |
| IHT Wealth Management, LLC | 104.3K | 1.2% |
| Advisors Asset Management, Inc. | 99.3K | 1.1% |
| Schonfeld Strategic Advisors LLC | 90.2K | 1.0% |
| HighTower Advisors, LLC | 90.1K | 1.0% |
| Legacy Capital Wealth Partners, LLC | 86.0K | 1.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | Reduced | 545.5K | 39.3K | -506.2K |
| Columbus Macro, LLC | Sold Out | 505.6K | 0 | -505.6K |
| Cetera Investment Advisers | Reduced | 542.3K | 55.3K | -487.1K |
| VAN ECK ASSOCIATES CORP | Increased | 713.1K | 929.2K | +216.2K |
| MILLENNIUM MANAGEMENT LLC | Sold Out | 204.4K | 0 | -204.4K |
| Qube Research & Technologies Ltd | Increased | 103.4K | 230.2K | +126.8K |
| MARSHALL WACE, LLP | New | 0 | 110.5K | +110.5K |
| TWO SIGMA INVESTMENTS, LP | Reduced | 273.7K | 194.9K | -78.8K |
| UBS Group AG | Increased | 422.9K | 499.6K | +76.7K |
| TUDOR INVESTMENT CORP ET AL | Sold Out | 76.3K | 0 | -76.3K |
| Beacon Pointe Advisors, LLC | Increased | 39.0K | 111.9K | +72.9K |
| FRANKLIN RESOURCES INC | Increased | 152.3K | 225.0K | +72.7K |
| LPL Financial LLC | Reduced | 151.7K | 80.4K | -71.4K |
| JANE STREET GROUP, LLC | Reduced | 73.5K | 14.4K | -59.0K |
| CITADEL ADVISORS LLC | Reduced | 102.3K | 51.4K | -51.0K |
| Schonfeld Strategic Advisors LLC | Increased | 40.1K | 90.2K | +50.1K |
| VARCOV Co. | New | 0 | 45.1K | +45.1K |
| AMERIPRISE FINANCIAL INC | Reduced | 65.8K | 24.4K | -41.4K |
| Creative Planning | Increased | 31.1K | 71.9K | +40.8K |
| Magnetar Financial LLC | Sold Out | 39.4K | 0 | -39.4K |
| Brevan Howard Capital Management LP | Sold Out | 38.4K | 0 | -38.4K |
| Y-Intercept (Hong Kong) Ltd | Reduced | 73.5K | 35.9K | -37.6K |
| MQS Management LLC | Sold Out | 34.6K | 0 | -34.6K |
| Adams Asset Advisors, LLC | New | 0 | 32.9K | +32.9K |
| Sound Income Strategies, LLC | Increased | 41.3K | 72.9K | +31.6K |
| Dynamic Technology Lab Private Ltd | Sold Out | 31.4K | 0 | -31.4K |
| D. E. Shaw & Co., Inc. | Reduced | 75.2K | 46.0K | -29.3K |
| NORTHERN TRUST CORP | New | 0 | 27.5K | +27.5K |
| Quantinno Capital Management LP | Sold Out | 27.2K | 0 | -27.2K |
| Plan Group Financial, LLC | Increased | 98.8K | 125.5K | +26.7K |
| Legal & General Group Plc | Increased | 284.5K | 310.3K | +25.9K |
| RAYMOND JAMES FINANCIAL INC | Increased | 804.4K | 829.6K | +25.2K |
| UMB Bank, n.a. | New | 0 | 25.1K | +25.1K |
| Ascentis Independent Advisors | Sold Out | 22.3K | 0 | -22.3K |
| IHT Wealth Management, LLC | Increased | 82.9K | 104.3K | +21.5K |
| INDEPENDENT FINANCIAL GROUP, LLC | Increased | 31.0K | 51.7K | +20.8K |
| Caprock Group, LLC | Reduced | 32.7K | 12.0K | -20.7K |
| Muzinich & Co., Inc. | Increased | 348.3K | 368.3K | +20.0K |
| Advisors Asset Management, Inc. | Reduced | 118.1K | 99.3K | -18.8K |
| Entropy Technologies, LP | Sold Out | 17.5K | 0 | -17.5K |
| PFG Advisors | Increased | 187.7K | 205.1K | +17.4K |
| Sumitomo Mitsui Trust Group, Inc. | Increased | 213.4K | 230.1K | +16.7K |
| Quantbot Technologies LP | Reduced | 43.8K | 27.1K | -16.7K |
| Purpose Unlimited Inc. | Reduced | 18.8K | 3.9K | -14.8K |
| MACKENZIE FINANCIAL CORP | New | 0 | 13.2K | +13.2K |
| NOVARE CAPITAL MANAGEMENT LLC | Increased | 206.1K | 219.1K | +13.0K |
| Annex Advisory Services, LLC | Sold Out | 12.5K | 0 | -12.5K |
| XTX Topco Ltd | New | 0 | 11.8K | +11.8K |
| D.A. DAVIDSON & CO. | Reduced | 75.4K | 63.8K | -11.6K |
| CALTON & ASSOCIATES, INC. | Sold Out | 10.3K | 0 | -10.3K |
| Mariner, LLC | New | 0 | 10.1K | +10.1K |
| Baird Financial Group, Inc. | Increased | 406.4K | 416.4K | +10.0K |
| Integrated Wealth Concepts LLC | New | 0 | 9.8K | +9.8K |
| Cambridge Investment Research Advisors, Inc. | Increased | 11.7K | 20.9K | +9.2K |
| Greenland Capital Management LP | Increased | 58.0K | 67.0K | +9.0K |
| MORGAN STANLEY | Increased | 294.2K | 302.6K | +8.5K |
| Virtus Investment Advisers, LLC | Reduced | 30.4K | 22.0K | -8.4K |
| Hennion & Walsh Asset Management, Inc. | Reduced | 37.9K | 29.7K | -8.2K |
| CANADA LIFE ASSURANCE Co | Increased | 39.7K | 47.5K | +7.8K |
| Monument Capital Management | Increased | 19.0K | 26.5K | +7.4K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.